ISHARES TR's ticker is IBDL and the CUSIP is 46434VAQ3. A total of 158 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,165,000 | -10.1% | 85,348 | -10.1% | 0.71% | -8.0% |
| Q2 2019 | $2,407,000 | +2.4% | 94,974 | +2.0% | 0.78% | +0.1% |
| Q1 2019 | $2,350,000 | +28.8% | 93,113 | +27.5% | 0.78% | +19.8% |
| Q4 2018 | $1,825,000 | -9.6% | 73,039 | -9.4% | 0.65% | +0.6% |
| Q3 2018 | $2,019,000 | +25.9% | 80,634 | +25.9% | 0.64% | +19.5% |
| Q2 2018 | $1,604,000 | +282.8% | 64,063 | +283.7% | 0.54% | +284.3% |
| Q1 2018 | $419,000 | – | 16,694 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Argent Wealth Management LLC | 1,707,416 | $43,198,000 | 7.24% |
| Tillar-Wenstrup Advisors, LLC | 423,434 | $10,713,000 | 5.98% |
| TLWM | 426,233 | $10,787,000 | 5.18% |
| Fragasso Group Inc. | 755,181 | $19,106,000 | 3.22% |
| MV CAPITAL MANAGEMENT, INC. | 549,765 | $13,909,000 | 3.00% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 622,090 | $15,738,000 | 2.86% |
| LifeSteps Financial, Inc. | 105,997 | $2,682,000 | 2.53% |
| CORDA Investment Management, LLC. | 929,768 | $23,523,000 | 2.52% |
| Relative Value Partners Group, LLC | 999,428 | $25,286,000 | 2.43% |
| RVW Wealth, LLC | 425,771 | $10,772,000 | 2.36% |